William Evans, financial advisor Augusta GA

William Evans

CRD Number: 7487817
Current Firm: Calvary Wealth, LLC

William Evans (CRD# 7487817) is an Investment Advisor Representative working at Calvary Wealth, LLC in Augusta, GA and has 1 year of experience in the finance industry. William Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Calvary Wealth, LLC Augusta, GA Aug 2020 - Current 1
Serotta Maddocks Evans & Co Augusta, GA May 2014 - Jul 2020 6
Uga Visitors Center Athens, GA Jan 2011 - Apr 2014 3
Aprio Atlanta, GA Jan 2013 - Apr 2013 < 1

William Evans has no recent exams reported.
Contact Info for William B. Evans
Phone Number: 706-855-0170
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States


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